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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,819 | $71,215-75.0% | $93,696-81.0% | $80,935-78.0% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.7%-7.7pp |
| Annual return | 7.73% | 11.27%-3.5pp | 133.74%-126.0pp | 35.66%-27.9pp |
| Employer contribution / active EE | $438 | $1,565-72.0% | $2,422-81.9% | $2,757-84.1% |
| Participant deferral / active EE | $3,091 | $4,037-23.4% | $4,417-30.0% | $4,299-28.1% |
| Admin fee / account holder | $2,949 | $6,958-57.6% | $8,287-64.4% | $6,924-57.4% |